EPISODE · Apr 18, 2026 · 18 MIN
From Clubcard to Discounters: Who Owns Value Now?
from FMCG Weekly · host Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies
Tesco’s strong results, affluent shoppers moving into discounters, and the decline of traditional budget ranges. Tesco shows how modern retail advantage now comes from an integrated system of price, loyalty, media, digital fulfilment, AI, and premium own label. At the same time, higher-income consumers are becoming selectively frugal, saving on low-joy essentials while still spending on experiences and chosen indulgences. Meanwhile, explicit value tiers are shrinking because retailers increasingly deliver value through ecosystems rather than just cheap ranges. For FMCG leaders, value is not disappearing. It is becoming more personalised, data-led, and strategically contested.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management
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Tesco’s strong results, affluent shoppers moving into discounters, and the decline of traditional budget ranges. Tesco shows how modern retail advantage now comes from an integrated system of price, loyalty, media, digital fulfilment, AI, and premium own label. At the same time, higher-income consumers are becoming selectively frugal, saving on low-joy essentials while still spending on experiences and chosen indulgences. Meanwhile, explicit value tiers are shrinking because retailers increas...
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From Clubcard to Discounters: Who Owns Value Now?
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